We examine the major themes that are driving the markets such as the Trade Wars and China; Elections and Central Banks. Using Refinitiv’s best-in-class data we assess the risks and the opportunities for investors. In this episode, we look at whether there could be a US recession, what the Central banks might do about it and if there might be an end of year sell-off.
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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group